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Targeted Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Targeted Financial Services’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
4,483
-6
-0.1% -$429 0.24% 48
2026
Q1 		$314K Sell
4,489
-3,786
-46% -$272K 0.26% 42
2025
Q4 		$554K Buy
+8,275
New +$562K 0.48% 25

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Targeted Financial Services's IYK Position: Q2 2026 in Review

Targeted Financial Services reduced its iShares US Consumer Staples ETF (IYK) stake by 0.13% in Q2 2026, selling an estimated $429 and leaving 4,483 shares worth $326K. The position accounts for 0.24% of the portfolio, ranked #48.

Targeted Financial Services first reported a position in IYK in Q4 2025 and has held it in 3 quarters since. The position peaked at $554K in Q4 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Targeted Financial Services held 4,483 shares of iShares US Consumer Staples ETF worth $326K as of Q2 2026.
  • Targeted Financial Services sold 6 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $429.
  • iShares US Consumer Staples ETF made up 0.24% of Targeted Financial Services's portfolio in Q2 2026, its #48 holding.
  • Targeted Financial Services first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • Targeted Financial Services's iShares US Consumer Staples ETF position peaked at $554K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.